|
101
|
Parametric Portfolio Associates
Seattle,
Washington
|
$427K
|
+$6.42K
|
+122
|
+2%
|
|
|
102
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$421K
|
-$15.4K
|
-292
|
-4%
|
|
|
103
|
Whittier Trust
South Pasadena,
California
|
$415K
|
–
|
–
|
–
|
|
|
104
|
|
$408K
|
-$7.58K
|
-144
|
-2%
|
|
|
105
|
Cobblestone Capital Advisors
Rochester,
New York
|
$397K
|
–
|
–
|
–
|
|
|
106
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$385K
|
+$380K
|
+7,210
|
New
|
|
|
107
|
Dragon Financial & Investment Group
San Mateo,
California
|
$382K
|
-$267K
|
-5,064
|
-41%
|
|
|
108
|
WealthTrust Fairport
Cleveland,
Ohio
|
$381K
|
–
|
–
|
–
|
|
|
109
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$379K
|
–
|
–
|
–
|
|
|
110
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$372K
|
-$149K
|
-2,838
|
-29%
|
|
|
111
|
Boston Trust Walden
Boston,
Massachusetts
|
$370K
|
–
|
–
|
–
|
|
|
112
|
Brookstone Capital Management
Wheaton,
Illinois
|
$369K
|
+$37.5K
|
+712
|
+12%
|
|
|
113
|
Raymond James Trust
St. Petersburg,
Florida
|
$351K
|
+$346K
|
+6,578
|
New
|
|
|
114
|
|
$349K
|
+$10.3K
|
+196
|
+3%
|
|
|
115
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$346K
|
+$342K
|
+6,488
|
New
|
|
|
116
|
Citadel Advisors
Miami,
Florida
|
$342K
|
+$337K
|
+6,396
|
New
|
|
|
117
|
Lodestar Investment Counsel
Chicago,
Illinois
|
$337K
|
+$5.79K
|
+110
|
+2%
|
|
|
118
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$326K
|
+$3.47K
|
+66
|
+1%
|
|
|
119
|
Accredited Investors
Edina,
Minnesota
|
$324K
|
+$74.3K
|
+1,412
|
+30%
|
|
|
120
|
Vivaldi Capital Management
Chicago,
Illinois
|
$321K
|
-$10.5K
|
-200
|
-3%
|
|
|
121
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
$316K
|
–
|
–
|
–
|
|
|
122
|
Private Ocean
San Rafael,
California
|
$314K
|
–
|
–
|
–
|
|
|
123
|
Advisory Services Network
Atlanta,
Georgia
|
$312K
|
+$16.8K
|
+320
|
+6%
|
|
|
124
|
Harborview Advisors
Portland,
Maine
|
$312K
|
+$43.3K
|
+822
|
+16%
|
|
|
125
|
Stifel Financial
St. Louis,
Missouri
|
$310K
|
-$550K
|
-10,450
|
-64%
|
|
